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Procore (en-GB)

Create a Payment Received

Objective

To create a payment in Procore to keep record of payments received. 

Things to Consider

  • Required User Permission: 'Admin' on the project's Main Contracts tool.
  • You can only create a payment if the status of the main contract is either in the "Approved" or "Complete" state.

Steps

  1. Navigate to the project's Main Contracts tool.
  2. Select the main contract that you want to work with.
  3. Click the orange Create Payment button in the right pane.
  4. Fill in the following fields:

    payments-received-new.png
    • Payment Application: Select a payment application from the drop-down to tie that payment to.
    • Date: Select a date that the payment was received. 
    • Payment #: Specify the payment number.
    • Payment Application #: Enter the payment application number for the payment, if applicable. 
    • Check #: Enter the check number for the payment.
    • Notes: Include any additional notes about the payment.
    • Amount: Enter in the amount of the payment that was received. 
    • Attachments: Include any attachments related to the payment (e.g. the check or the payment application related to the payment).
  5. Click Add. The payment you just created will now be listed in the "Payments Received" section at the bottom of the page. 
  6. Click Save. You will see a list of all payments received, which you can then export to a PDF. 
    Note: All payments received will also be tracked in the Contract Summary Report in the General sub tab for Main Contract.

    paymentsreceived2.png